As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration. Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust. With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.
